CVLC
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +11.1% ·
aandelenstroom +0.8% ·
netto nieuwe posities +10.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +1 | 1.58M | $149.16M | +3 | −2 |
| Q1 2026 | 20 | 0 | 1.55M | $123.74M | +1 | −1 |
| Q4 2025 | 20 | +2 | 1.51M | $126.82M | +2 | — |
| Q3 2025 | 3 | -1 | 14.12K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 4.59K | $351,564 | — | — |
| Q1 2025 | 1 | 0 | 37.29K | $2.57M | — | — |
| Q4 2024 | 1 | +1 | 3.37K | $247,380 | +1 | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 549.84K | — | $46.32M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 315.42K | — | $26.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mercer Global Advisors Inc /Adv | 278.00K | — | $23.42M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 96.00K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 96.00K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cwm, Llc | 69.19K | — | $5.83M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Focus Partners Wealth | 43.89K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Creative Planning | 39.27K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 35.39K | — | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 16.97K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 14.19K | Nieuw | $1.20M | 0.0% | New | 1 | SEC ↗ |
| 12 | Mariner, LLC | 10.60K | — | $892,842 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 9.51K | — | $800,995 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 9.51K | — | $800,995 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 6.53K | — | $550,003 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 5.67K | Nieuw | $477,640 | 0.0% | New | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 4.29K | — | $361,218 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 4.29K | — | $361,218 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 3.71K | — | $312,951 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 3.55K | -67.8% | $299,304 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.74K | 0.0% | $230,996 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 358 | 0.0% | $30,126 | 0.0% | Held | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 344 | — | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.20M | 0.0% |
| Citadel Advisors | $477,640 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 73 houders, 6.55M aandelen, $505.56M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.